Virtus Investment Partners Inc. (VRTS) exhibits 45.0% gross margins and 14.3% return on invested capital within Financials (Investment Managers), balanced against a 4.7x enterprise multiple and 4.8% implied options volatility.
Sustained 45.0% gross profitability converts into 19.8% operating margin and 14.3% ROIC, outpacing sector cost of capital.
ROIC: 14.3% // GM: 45.0%YoY revenue trajectory of -6.0% paired with -8.95% free cash flow yield supports self-funded R&D and capital return.
REV YOY: -6.0% // FCF YLD: -8.95%Altman Z-Score of 3.80 and Piotroski F-Score of 1/9 indicate low near-term refinancing stress.
ALTMAN Z: 3.80 // F-SCORE: 1/9Trading at 6.1x trailing P/E (5.7x Fwd P/E) leaves valuation vulnerable if real 10Y TIPS yields spike.
P/E: 6.1x // EV/EBITDA: 4.7xOptions market prices a ±5.2% implied move with a 0.85 put/call ratio around $124.97 max pain.
IMPL MOVE: ±5.2% // P/C: 0.85Elevated industry capital intensity and customer concentration in Investment Managers require continuous execution to defend 15.9% net margins.
NET MARGIN: 15.9% // D/E: 0.45x| FILER | SIDE | $ VALUE |
|---|---|---|
| INSPECT FULL OWNERSHIP LEDGER IN OWN <GO> | ||
| STRIKE / EXP | TYPE | PREMIUM |
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| INSPECT GEX & CHAIN IN OPT <GO> | ||
Unblur the exact $50,000 delta-adjusted ETF/options hedge ratio for VRTS & activate live FRED threshold breach alerts.